Washington Trust Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Hold |
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|
2025
Q2 | $385K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $327K | Buy |
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